# Task P.5 Implementation Report

## Scope

This report documents the implementation completed for
[task-p.5.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/plans/task-p.5.md).

Goal of this round:

- extend the existing CRM document template foundation
- add template version lifecycle management
- surface validation, preview, audit, and visual status in the management UI
- keep the existing PDF runtime compatible
- avoid database schema changes unless strictly necessary

---

## Review Inputs

Reviewed before implementation:

- [AGENTS.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/AGENTS.md)
- [docs/standards/project-foundations.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/project-foundations.md)
- [docs/standards/architecture-rules.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/architecture-rules.md)
- [docs/standards/task-catalog.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/standards/task-catalog.md)
- [docs/adr/0012-approval-signature-strategy.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0012-approval-signature-strategy.md)
- [docs/adr/0013-pdf-visual-parity-strategy.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/adr/0013-pdf-visual-parity-strategy.md)
- [docs/implementation/task-g-document-preview-foundation.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-g-document-preview-foundation.md)
- [docs/implementation/task-h-pdf-generation-persistence.md](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/docs/implementation/task-h-pdf-generation-persistence.md)

---

## Current-State Findings

Existing `/dashboard/crm/settings/templates` already provided:

- template CRUD
- version CRUD
- mapping CRUD
- raw schema JSON editing

Missing management capabilities before this task:

- lifecycle statuses beyond `isActive`
- publish workflow
- rollback workflow
- archive workflow
- reusable version validation endpoint
- preview selected inactive version from management flow
- comparison endpoint between two versions
- management-oriented metadata in UI without reading raw JSON

---

## Implementation Summary

### 1. Template lifecycle metadata foundation

Extended document-template contracts in
[src/features/foundation/document-template/types.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/types.ts)
to support:

- `draft | validated | published | active | archived`
- runtime version
- template variant
- brand
- published and activated metadata
- previous and next version links
- validation summary
- audit summary

Implementation stores management metadata inside template version `schemaJson`
under internal management metadata instead of introducing a database migration in
this round.

### 2. Management service layer

Added
[src/features/foundation/document-template/server/management-service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/server/management-service.ts)
to centralize:

- version lifecycle inference
- validation
- publish
- activate
- rollback
- archive
- compare
- preview
- audit and visual summary loading

Validation reuses existing PDF audit/runtime foundations:

- `buildQuotationPdfRuntime`
- `generatePdfFromTemplate`
- helpers from `scripts/pdf-audit-utils.ts`

### 3. API endpoints for management operations

Added management API routes under
[src/app/api/crm/settings/document-templates](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/settings/document-templates):

- `[id]/compare/route.ts`
- `versions/[id]/management/route.ts`
- `versions/[id]/validate/route.ts`
- `versions/[id]/publish/route.ts`
- `versions/[id]/activate/route.ts`
- `versions/[id]/rollback/route.ts`
- `versions/[id]/archive/route.ts`
- `versions/[id]/preview/route.ts`

Also normalized legacy template CRUD routes under
[src/app/api/crm/document-templates](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/app/api/crm/document-templates)
and the settings version update route to restore valid route-handler structure.

### 4. Permissions

Extended CRM permissions in
[src/lib/auth/rbac.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/lib/auth/rbac.ts):

- `crmDocumentTemplatePublish`
- `crmDocumentTemplateActivate`
- `crmDocumentTemplateRollback`
- `crmDocumentTemplateArchive`

These permissions were also added into the CRM Settings permission group.

### 5. Client service and React Query integration

Extended client-side document-template service in
[src/features/foundation/document-template/service.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/service.ts)
with methods for:

- management fetch
- validate
- publish
- activate
- rollback
- archive
- preview
- compare

Extended React Query support in:

- [queries.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/queries.ts)
- [mutations.ts](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/mutations.ts)

Added cache invalidation for template lists, detail views, version views, and
version management detail after lifecycle operations.

### 6. Management UI

Added new lifecycle panel component:

- [template-version-management-panel.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/components/template-version-management-panel.tsx)

Integrated it into:

- [template-settings.tsx](/C:/Users/mtpphtaps/Documents/gitea/alla-allaos-fullstack/src/features/foundation/document-template/components/template-settings.tsx)

UI capabilities added:

- lifecycle badge display
- validation summary display
- audit summary display
- visual regression summary display
- preview action
- compare action
- publish action
- activate action
- rollback action
- archive action
- version edit action on existing versions

---

## Design Decisions

### Reuse existing foundation instead of rewrite

This task extends the existing document-template foundation instead of replacing
it. Existing CRUD, mappings, and JSON editing remain available.

### No schema migration in this round

Lifecycle metadata is stored in managed version metadata inside `schemaJson`.
This keeps existing template versions and runtime compatibility intact while
allowing the management module to evolve first.

### Runtime remains unchanged

No approved-PDF generation rules, product item engine behavior, or section
assembly logic were redesigned in this task.

---

## Deliverables Completed

- enhanced template management API
- version lifecycle operations
- validation integration
- preview integration
- compare integration
- audit summary integration
- visual regression summary integration
- updated permissions
- management UI panel on `/dashboard/crm/settings/templates`

---

## Known Gaps

The following items are not fully completed in this round:

- no database-backed dedicated lifecycle columns yet
- compare flow currently returns backend comparison and confirms result through UI feedback, but does not yet render a full side-by-side diff viewer
- explicit duplicate-version shortcut is not yet separated from create/edit UX
- no new automated regression test suite was added for management routes in this round

These gaps do not block the current management foundation, but they should be
considered for follow-up work if P.5 is expected to be fully production-polished.
